401k Benefits Processing Associate

<div class="content-intro"><p><img src="https://hi-contentful.imgix.net/4xN7JhmwCRuz3y9M8L8CF7/5c244c52cfc982bd1a348a80dc35d43b/hi-logo-new.svg?auto=formatixlib=react-9.0.3h=40w=132q=50dpr=2" alt="hi-logo" width="132" style="max-width: 100%;"></p></div><p><strong>Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.</strong> </p> <p>More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.</p> <p>We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as <a href="https://www.globenewswire.com/news-release/2023/01/13/2588448/0/en/Human-Interest-and-BlackRock-Join-Efforts-to-Expand-Access-to-Retirement-Plans-for-Working-Americans.html#:~:text=Human%20Interest%20has%20secured%20approximately%20%24500%20million%20in%20funding%20to%20datetext=NEW%20YORK%20and%20SAN%20FRANCISCO,businesses%20across%20the%20United%20States.">BlackRock</a>, <a href="https://www.globenewswire.com/news-release/2021/08/04/2274611/0/en/The-Rise-Fund-Leads-200M-Series-D-Investment-in-Human-Interest-to-Accelerate-Growth-and-Societal-Impact.html">TPG (The Rise Fund)</a>, SoftBank, <a href="https://www.globenewswire.com/news-release/2021/02/11/2174214/0/en/Human-Interest-Completes-105M-Series-C-Following-Breakout-Year-in-2020.html">Glynn Capital</a>, NewView Capital, USVP, Wing, Uncork, and more.</p> <p><strong>About the role</strong></p> <p>Human Interest is looking for a financial operations associate to provide support on the Human Interest 401(k) plan and serve as a subject matter expert in outgoing money movement, working closely with our Operations, Technology, and Customer Success teams to drive efficiencies and improve the experience across all Human Interest customers.</p> <p><strong>About the team</strong></p> <p>The Benefits Processing Associate, who reports to the Benefits Processing Operations Manager, is responsible for the daily processing of a diverse range of client 401(k) requests. This position entails executing outgoing operational transactions for Human Interest 401(k) plans, which includes comprehensive investigation of client information under high-pressure circumstances, while ensuring punctual processing. Given access to sensitive employee data across a substantial number of 401(k) plans, the ideal candidate will exhibit the utmost confidentiality, discretion, and stewardship.</p> <p><strong>What you get to do every day</strong></p> <ul> <li>Ensure the the Human Interest 401(k) plan operates seamlessly and complies with all SLAs and regulatory guidelines relating to money movement including, but not limited to:</li> <ul> <li>Distribution Trading and Review</li> <li>Roll-ins</li> <li>Loans</li> <li>Stale Disbursement Checks</li> <li>1099-R Corrections</li> <li>Portfolio Rebalancing</li> <li>Money Movement Escalations</li> </ul> <li>Partner with our front-office teams in answering employee requests and questions about the Human Interest 401(k) plan, and ensure that all response and resolution SLAs are met</li> <li>Conceptualize and implement process efficiencies in partnership with product team to improve the 401(k) servicing processes and opportunities</li> <li>Use discretion and advanced knowledge of Human Interest systems and 401(k) regulation to problem-solve complex issues</li> <li>Respond to potentially complex escalating 401(k) service issues</li> <li>Implement and maintain privacy processes and trainings to ensure discreet processing including but not limited to</li> <ul> <li>HIPAA</li> <li>Fiduciary Training</li> </ul> <li>Serve as ... (truncated, view full listing at source)